WealthPlan Group

wealthplan.group

WealthPlan Group is a Registered Investment Advisor (RIA) that provides comprehensive investment solutions and technology services to independent financial advisors. The company operates as a Turnkey Asset Management Platform (TAMP), offering outsourced Chief Investment Officer (CIO) capabilities, integrated technology suites, and back-office support to help RIAs scale their practices efficiently.

LLM mention score The LLM mention score is the total number of mentions of this brand in different LLM chatbots, normalized to the scale from 0 to 100. You can get actual, non-normalized numbers via the LLM Mention API from DataForSEO.

Normalized 0–100 · last 8 weeks

DataForSEO API

Get LLM mention data of any company via DataForSEO API

Get access to the structured data on keyword, brand, and website mentions in LLMs, including metrics like AI search volume, impressions, and mentions count. 

How to get LLM mention data →
// Fetch WealthPlan Group mentions
POST v3/ai_optimization/llm_mentions/search/live
[
    {
        "target": [
            {
                "keyword": "WealthPlan Group",
                "search_scope": ["any"]
            }
        ],
        "platform": "chat_gpt",
        "order_by" : ["ai_search_volume,desc"]
    }
]